Skip to main content
Log in

Effect of rock strength variation on the estimated borehole breakout using shear failure criteria

  • Original Article
  • Published:
Geomechanics and Geophysics for Geo-Energy and Geo-Resources Aims and scope Submit manuscript

Abstract

One of the primary goals of wellbore stability analysis is the estimation of the shear failure onset or borehole breakout. Estimation of borehole shear failure requires selecting an appropriate failure criterion. Numerous failure criteria have been used for rock failure analysis, but there is no common agreement of which criterion to select for wellbore stability analysis. In general, rock failure criteria mainly depend on rock mechanical properties and in situ stresses. This paper investigates the effect of rock strength variation and strength anisotropy on the estimated borehole shear failure using thirteen different criteria. A rock strength database was created from different US unconventional shale plays. Rock failure criteria were ranked based on the estimated borehole breakout for different shales. According to the results for different level of rock strength, there are some failure criteria that are highly responsive to variation in rock mechanical properties. Circumscribed Drucker–Prager, Modified Griffith, Inscribed Drucker–Prager criteria have shown great response to the change in the internal angle of friction. Murrell, Stassi D’Alia, Hoek–Brown, and Griffith are sensitive to variation of uniaxial compressive strength. Mogi-Coulomb, Modified Wiebols–Cook, Modified Lade, and Mohr-Coulomb failure criteria did not show any significant response to the variation of rock mechanical properties and strength anisotropy.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1
Fig. 2
Fig. 3
Fig. 4
Fig. 5
Fig. 6
Fig. 7
Fig. 8
Fig. 9
Fig. 10
Fig. 11

Similar content being viewed by others

References

  • Aadnoy BS, Chenevert ME (1987) Stability of highly inclined boreholes. J SPE Drill Eng 2(4):364–374

    Article  Google Scholar 

  • Al-Ajmi AM, Zimmerman RW (2005) Relation between the Mogi and the Coulomb failure criteria. Int J Rock Mech Min Sci 42(3):431–439

    Article  Google Scholar 

  • Aristorenas GV (1992) Time-dependent behaviour of tunnels excavated in shale. Dissertation, Massachusetts Institute of Technology

  • Benz T, Schwab R (2008) A quantitative comparison of six rock failure criteria. Int J Rock Mech Min Sci 45(7):1176–1186

    Article  Google Scholar 

  • Bjorlykke K (2010) Petroleum geoscience: from sedimentary environments to rock physics. Springer, Berlin

    Book  Google Scholar 

  • Bradley WB (1979) Failure of inclined borehole. Energy Resour Technol 101(4):232–239

    Article  Google Scholar 

  • Carmichael RC (1988) Practical handbook of physical properties of rocks & minerals, 1st edn. CRC Press, Boca Raton

    Google Scholar 

  • Chandong C, Zoback MD, Khaksar A (2006) Empirical relations between rock strength and physical properties in sedimentary rocks. J Pet Sci Eng 51:223–237

    Article  Google Scholar 

  • Chenevert ME, Gatlin C (1965) Mechanical anisotropies of laminated sedimentary rocks. Soc Pet Eng J 5(01):67–77

    Article  Google Scholar 

  • Colmenares LB, Zoback MD (2002) A statistical evaluation of intact rock failure criteria constrained by polyaxial test data for five different rocks. Int J Rock Mech Min Sci 39:695–729

    Article  Google Scholar 

  • Dobereiner L, De Freitas MH (1986) Geotechnical properties of weak sandstones. Géotechnique 36(1):79–94

    Article  Google Scholar 

  • Donath FA (1961) Experimental study of shear failure in anisotropic rocks. Geol Soc Am Bull 72(6):985–989

    Article  Google Scholar 

  • Ewy RT (1999) Wellbore-stability predictions by use of a Modified Lade criterion. SPE Drill Complet 14(2):85–91

    Article  Google Scholar 

  • Fjær E, Nes OM (2013) Strength anisotropy of Mancos shale. In: 47th US rock mechanics/geomechanics symposium

  • Fjaer E, Holt RM, Horsrud P, Raaen AM, Risnes R (2008) Petroleum related rock mechanics, 2nd edn. Elsevier, Oxford

    Google Scholar 

  • Franklin JA, Dusseault MB (1991) Rock engineering applications. McGraw-Hill Ryerson Limited, Whitby

    Google Scholar 

  • Goodman RE (1989) Introduction to rock mechanics, 2nd edn. Wiley, London

    Google Scholar 

  • Griffith AA (1921) The phenomena of rupture and flow in solids. J Phil Trans R Soc Lon 221:163–198

    Article  Google Scholar 

  • Hoek E, Brown ET (1980) Empirical strength criterion for rock masses. J Geotech Eng 106(9):1013–1035

    Google Scholar 

  • Islam MA, Skalle P (2013) An experimental investigation of shale mechanical properties through drained and undrained test mechanisms. Rock Mech Rock Eng 46(6):1391–1413

    Article  Google Scholar 

  • Jaeger JC, Cook NGW, Zimmerman RW (2007) Fundamentals of rock mechanics, 4th edn. Blackwell Publishing, Oxford

    Google Scholar 

  • Johnson RB, DeGraff JV (1988) Principles of Engineering Geology, 1st edn. Wiley, London

    Google Scholar 

  • Lockner DA (1995) Rock failure. Rock physics and phase relations: a handbook of physical constants 3:127–147

    Article  Google Scholar 

  • McClintock FA, Walsh JB (1962) Friction on Griffith cracks under pressure. In: 4th U.S. National Congress of Applied Mechanics, Berkeley, California

  • McLamore RR, Gray KE (1967) The mechanical behavior of anisotropic sedimentary rocks. ASME J Eng Ind 89(1):62–73

    Article  Google Scholar 

  • Mokhtari M (2015) Characterization of anisotropy in organic-rich shales: shear and tensile failure, wave velocity, matrix and fracture permeability. Dissertation, Colorado School of Mines

  • Murrell SAF (1962) A criterion for brittle fracture of rocks and concrete under triaxial stress and the effect of pore pressure on the criterion. In: 5th symposium on Rock Mechanics, Minneapolis, Minnesota

  • Nawrocki PA (2010) Critical wellbore pressures using different rock failure criteria. In: ISRM International symposium and 6th Asian rock mechanics symposium, New Delhi, India

  • Niandou H, Shao JF, Henry JP, Fourmaintraux D (1997) Laboratory investigation of the mechanical behaviour of Tournemire shale. Int J Rock Mech Min Sci 34(1):3–16

    Article  Google Scholar 

  • Nygård R, Gutierrez M, Bratli RK, Høeg K (2006) Brittle–ductile transition, shear failure and leakage in shales and mudrocks. Mar Pet Geol 23(2):201–212

    Article  Google Scholar 

  • Perry FV, Kelley RE, Dobson PF, Houseworth JE (2014) Regional geology: a GIS database for alternative host rocks and potential siting guidelines. U.S. Department of Energy

  • Rahimi R, Nygaard R (2014) What difference does selection of rock failure criteria make in wellbore stability analysis? In: 48th US rock mechanics/geomechanics symposium, Minneapolis, Minnesota

  • Rahimi R, Nygaard R (2015) Comparison of rock failure criteria in predicting borehole shear failure. Int J Rock Mech Min Sci 79:29–40

    Article  Google Scholar 

  • Schon J (2011) Physical properties of rocks, 1st edn. Elsevier, Oxford

    Google Scholar 

  • Sone H (2013) Mechanical properties of shale gas reservoir rocks and its relation to the in-situ stress variation observed in shale gas reservoirs. Dissertation Stanford University

  • Stassi D’Alia F (1967) Flow and fracture of materials according to a new limiting condition of yielding. Mechanica 2(3):178–195

    Article  Google Scholar 

  • Veeken CAM, Walters JV, Kenter CJ, Davies DR (1989) Use of plasticity models for predicting borehole stability. In: ISRM international symposium, Pau, France

  • Vutukuri VS, Lama RD, Saluja SS (1978) Handbook on mechanical properties of rocks, vol 4. Testing techniques and results. Trans Tech Publications

  • Wiebols GA, Cook NGW (1968) An energy criterion for the strength of rock in polyaxial compression. Int J Rock Mech Min Sci 5(6):529–549

    Article  Google Scholar 

  • Yi X, Ong SH, Russel JE (2005) Improving borehole stability analysis by quantifying the effects of intermediate principal stress using polyaxial rock strength test data. In: 40th U.S. symposium on rock mechanics (USRMS), Anchorage, Alaska

  • Zhang L, Cao P, Radha KC (2010) Evaluation of rock strength criteria for wellbore stability analysis. Int J Rock Mech Min Sci 47(8):1304–1316

    Article  Google Scholar 

  • Zhou S (1994) A program to model the initial shape and extent of borehole breakout. J Comput Geosci 20(7–8):1143–1160

    Article  Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Reza Rahimi.

Rights and permissions

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Rahimi, R., Nygaard, R. Effect of rock strength variation on the estimated borehole breakout using shear failure criteria. Geomech. Geophys. Geo-energ. Geo-resour. 4, 369–382 (2018). https://doi.org/10.1007/s40948-018-0093-7

Download citation

  • Received:

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s40948-018-0093-7

Keywords

Navigation